LFA

Level Financial Advisors Portfolio holdings

AUM $355M
1-Year Est. Return 8.47%
This Quarter Est. Return
1 Year Est. Return
+8.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$131M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
284
New
Increased
Reduced
Closed

Top Buys

1
+$34.4M
2
+$14.9M
3
+$14.7M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$7.57M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$5.27M

Top Sells

No sells this quarter

Sector Composition

1 Technology 3.02%
2 Communication Services 2.57%
3 Energy 1.36%
4 Consumer Discretionary 1.11%
5 Financials 0.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$680K 0.52%
+4,080
27
$670K 0.51%
+1,685
28
$598K 0.46%
+1,777
29
$588K 0.45%
+7,403
30
$562K 0.43%
+5,210
31
$518K 0.4%
+1,734
32
$366K 0.28%
+1,141
33
$344K 0.26%
+3,213
34
$299K 0.23%
+721
35
$283K 0.22%
+596
36
$282K 0.22%
+1,783
37
$275K 0.21%
+1,900
38
$264K 0.2%
+1,702
39
$245K 0.19%
+727
40
$235K 0.18%
+3,718
41
$225K 0.17%
+2,450
42
$214K 0.16%
+885
43
$208K 0.16%
+1,137
44
$186K 0.14%
+528
45
$186K 0.14%
+1,234
46
$175K 0.13%
+3,321
47
$169K 0.13%
+5,750
48
$159K 0.12%
+6,196
49
$151K 0.12%
+1,729
50
$148K 0.11%
+7,800
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